California Insurance Industry at a Crossroads: The Wildfires and Policymakers’ Tightrope
The Los Angeles wildfires have forced California’s already struggling insurance industry and the state’s policymakers to a critical crossroads. In recent years, heightened climate-induced wildfire risk has intensified concerns about California’s home insurance market...
Shifting Gears in Environmental Policy: Federal Slowdown, State Action
Capstone believes that although federal environmental regulations will slow with the incoming Trump administration, regulators will likely not fully roll back Biden-era PFAS rules—a positive for utilities and waste management companies. However, blue states are likely...
Power Moves: How Trump’s Agenda Will Shape a Fossil Fuel Revival
Capstone believes the Trump administration will lean heavily on executive action to implement its energy agenda. Looking at Congress, with slim majorities and a host of priorities outside of energy, we believe Republican lawmakers will shy away from major action on...
Three Factors That Will Drive Trump’s China Policy
We have been extensively analyzing the potential direction of travel for Trump’s China policy for companies and investors, particularly on industrial policies such as enhanced export controls on US goods, a potential import ban of Chinese technology, and sectors most...
